Download an Import Template for Importing Projects

Download a pre-formatted Microsoft Excel template to use when importing projects. The template contains all project codes and configured fields that are available to the workspace where you downloaded the template. After you download the template, enter the name, ID, and details of each project you want to import. When you are finished, you can import the updated template to create the projects in Oracle Primavera Cloud. The template can also be used to update data in projects that already exist in Primavera Cloud.

To download an import template:

In the object selector, select  Projects, and then select View All Projects.
Select Actions  menu, and then select Download Import Template.

Tips

The import template is downloaded as a Microsoft Excel file with the default file name ProjectsImportTemplate.
The top two rows of each worksheet are required when importing data from a spreadsheet. You can delete unused optional columns, but do not change the data in these rows.
Review the Instructions worksheet on the first tab of the spreadsheet for helpful tips on populating the import template.

Next: Import Projects from Microsoft Excel